Invest for Success
Tates Creek Middle School, 8th Grade
Approximate Timeline: 9 weeks – varies by subject area
Areas of Core Content: Social Studies, Math and Language Arts
Organizer:
Why do people invest their money?
Academic Expectations and Demonstrators
1.16 Students use computers and other kinds of technology to collect, organize, and communicate information and ideas.
Express information and ideas creatively using technology.
Expand knowledge by identifying and using technology for a specific purpose.
2.13 Students understand and appropriately use statistics and probability.
Make predictions and evaluate conclusions based on statistical analysis.
2.18 Students understand economic principles and are able to make economic decisions that have consequences in daily living.
Predict consequences of personal or group economic choices (e.g., spending versus saving, economic development versus environmental preservation).
5.1 Students use critical thinking skills such as analyzing, prioritizing, categorizing, evaluating, and comparing to solve a variety of problems in real-life situations.
Analyze cause-and-effect relationships.
6.1 Students connect knowledge and experiences from different subject areas.
Analyze facts or information from a variety of subject areas to make a decision.
Defend a position based on information from a variety of subject areas.
Supporting Academic Expectations
MA-M-1.2.3 – Apply ratios, proportional reasoning, and percents.
Core Content:
RD-M-2.0.11 Use text features (e.g., lists, charts, graphs, tables of contents, indexes, glossaries, captions, diagrams, headings) to understand a passage.
RD-H-1.0.15 Make connections among literature, students’ lives, and/or real-world issues.
WR-M-1.4 Characteristics of transactive writing may include well-organized idea development and support (e.g., facts, examples, reasons, comparisons, anecdotes, descriptive detail, charts, diagrams, photos/pictures) to accomplish a specific purpose
MA-M-3.1.3 Characteristics and appropriateness of graphs (e.g., bar, line, circle), and plots (e.g., line, stem-and-leaf, box-and-whiskers, scatter)
MA-M-3.2.1 Organize, represent, analyze, and interpret sets of data
MA-M-3.2.2 Construct and interpret displays of data (e.g., table, circle graph, line plot, stem-and-leaf plot, box-and-whiskers plot)
SS-M-3.3.2 Money (unit of account) can be used to express the market value of goods and services. Money makes it easier to trade, borrow, invest, and save.
Essential Questions:
Pre-Test & Post-Test
Name: ____________________________
Invest for Success
| 1) | 2) | 3) | 4) | 5) | 6) | 7) |
| Name | Div | PE | PPE | Sales 100s | Close | Chng |
| AAR | .48 | 24 | 25 | 4847 | 12.52 | +1.52 |
Culminating Performance and Scoring Guides:
Research: Spreadsheet (AE-2.13, 5.1- CC-RDM2.0.11, MAM313, MAM3.2.1, MAM3.2.2) Students will research successful and unsuccessful companies to determine some criteria to consider in choosing their own investment. Teacher will provide a list of websites from which students will choose two or three successful and unsuccessful companies to compare and contrast. Then they will select the data that is relevant (i.e., price/earnings ratio, cost/benefit analysis, and other indicators) to the success of stock investments.
Analyze: Students will present this information in a spreadsheet for their group. They will then review the data that has been compiled to compare all groups that have been researched to determine good investments.
|
Project Title: |
Stock Market Spreadsheet |
|
Teacher: |
TCMS 49ers |
|
Rubric Number: |
279073 |
|
View URL: |
|
|
Edit Rubric or Add Categories: |
http://rubistar.4teachers.org/edit/
|
|
CATEGORY |
Distinguished |
Proficient |
Apprentice |
Novice |
|
Classification |
The student has used economic and historical information to try to classify and organize the items. Great effort was put into the classification. |
The student has put quite a bit of effort into trying to classify and organize the items. Classification/organization seems logical and based on characteristics of the items. |
The student has tried to classify and organize the items, but the method of doing so seems flawed. |
The student did not make an effort to classify and organize the items. |
|
Number of items |
The spreadsheet has 4 or more different, but related, items. |
The spreadsheet has 3 different, but related items. |
The spreadsheet has at least 2 different, but related, items. |
The spreadsheet has less than 2 items OR the items are all the same, or not relevant. |
|
Appearance |
The spreadsheet is attractive and well-organized. All rows and columns are clearly labeled with relevant headings. |
The spreadsheet is attractive and well-organized. Most rows and columns are clearly labeled with relevant headings. |
The spreadsheet is somewhat organized. Some rows and columns are clearly labeled with relevant headings. |
The spreadsheet is not organized. The rows and columns are not clearly labeled. |
|
Participation |
Student showed great enthusiasm and focused on the task. Was helpful to others, if asked. |
Student showed some enthusiasm and focused on the task. Was helpful to others, if asked. |
Student did work, but lost focus or became frustrated. Did not distract others. |
Student often lost focus or became frustrated and distracted others. |
Practice: (AE-2.18, SSM3.3.2) You will also play the role of an investor. Your capital will determine the type and amount of investments you will be able to make. Based on the presentations you see, you will use your knowledge to wisely choose an investment for yourself.
In the following open response question you will be required to explain your reasons and defend your choice.
Choose 3 criteria for selecting a successful stock. Explain how these criteria contribute to the potential success of the investment. A complete explanation must correctly use four of the following terms: capital, stock, dividend, profit/loss, money, expenses, resources, economics, market, risk, supply and demand, risk/benefit.
Scoring Guide
|
Project Title: |
Stock Market Open Response |
|
Teacher: |
TCMS 49ers |
|
Rubric Number: |
279023 |
|
View URL: |
|
|
Edit Rubric or Add Categories: |
http://rubistar.4teachers.org/edit/
|
|
CATEGORY |
Distinguished |
Proficient |
Apprentice |
Novice |
|
Amount of Information |
All topics are addressed and all questions answered with paragraphs including an introductory sentence, explanations or details, and concluding sentence. |
All topics are addressed and most questions answered with most paragraphs including an introductory sentence, explanations or details, and concluding sentence. |
All topics are addressed, and most questions are answered with paragraphs which include related information but are not typically well-constructed . |
One or more topics were not addressed. |
|
Quality of Information |
Information clearly relates to the main topic. It includes several supporting details and/or examples. |
Information clearly relates to the main topic. It provides 1-2 supporting details and/or examples. |
Information clearly relates to the main topic. No details and/or examples are given. |
Information has little or nothing to do with the main topic. |
|
Organization |
Information is very organized with well-constructed paragraphs and subheadings. |
Information is organized with well-constructed paragraphs. |
Information is organized, but paragraphs are not well-constructed. |
The information appears to be disorganized. 8) |
|
SS Content |
Student uses at least 4 economic terms correctly. |
Student uses at least 3 economic terms correctly. |
Student uses at least 2 economic terms correctly. |
Student uses less than two economic terms correctly. |
Present: Brochure, Webpage, PowerPoint (AE-1.16, 2.18, 5.1, 6.1 - CC-RDM2.0.11, WRM1.4, MAM3.1.3)
Choose a mode of presentation for the information you’ve gathered about your company/investment. In this presentation, you will take the role of a financial advisor. You will share the information you have collected with your fellow 49ers and attempt to persuade them to invest their money in your chosen company.
|
Project Title: |
Stock Market Presentation |
|
Teacher: |
TCMS 49ers |
|
Rubric Number: |
279155 |
|
View URL: |
|
|
Edit Rubric or Add Categories: |
http://rubistar.4teachers.org/edit/
|
|
CATEGORY |
Distinguished |
Proficient |
Apprentice |
Novice |
|
Content |
Covers topic in-depth with details and examples. Subject knowledge is excellent. |
Includes essential knowledge about the topic. Subject knowledge appears to be good. |
Includes essential information about the topic but there are 1-2 factual errors. |
Content is minimal OR there are several factual errors. |
|
Mechanics |
No misspellings or grammatical errors. |
Three or fewer misspellings and/or mechanical errors. |
Four misspellings and/or grammatical errors. |
More than 4 errors in spelling or grammar. |
|
Organization |
Content is well organized using headings or bulleted lists to group related material. |
Uses headings or bulleted lists to organize, but the overall organization of topics appears flawed. |
Content is logically organized for the most part. |
There was no clear or logical organizational structure, just lots of facts. |
|
Oral Presentation |
Interesting, well-rehearsed with smooth delivery that holds audience attention. |
Relatively interesting, rehearsed with a fairly smooth delivery that usually holds audience attention. |
Delivery not smooth, but able to hold audience attention most of the time. |
Delivery not smooth and audience attention lost. |
|
Originality |
Product shows a large amount of original thought. Ideas are creative and inventive. |
Product shows some original thought. Work shows new ideas and insights. |
Uses other people's ideas (giving them credit), but there is little evidence of original thinking. |
Uses other people's ideas, but does not give them credit. |
|
Requirements
|
All three requirements are met and exceeded.
|
All three requirements are met. |
One requirement was not completely met. |
More than one requirement was not completely met. |
|
Sources |
Source information collected for all graphics, facts and quotes. All documented in desired format. |
Source information collected for all graphics, facts and quotes. Most documented in desired format. |
Source information collected for graphics, facts and quotes, but not documented in desired format. |
Very little or no source information was collected. |
|
Attractiveness |
Makes excellent use of font, color, graphics, sound, effects, etc. to enhance to presentation. |
Makes good use of font, color, graphics, sound, effects, etc. to enhance to presentation. |
Makes use of font, color, graphics, sound, effects, etc. but occasionally these detract from the presentation content. |
Use of font, color, graphics, sound effects etc. but these often distract from the presentation content. |
|
Rough Draft |
Rough draft brought on due date. Student shares with peer and extensively edits based on peer feedback. |
Rough draft brought on due date. Student shares with peer and peer makes edits. |
Provides feedback and/or edits for peer, but own rough draft was not ready for editing. |
Rough draft not ready for editing and did not participate in reviewing draft of peer. |
|
Permissions-WebPage Only |
All permissions to use graphics "borrowed" from web pages or scanned from books have been requested, received, printed and saved for future reference. |
All permissions to use graphics "borrowed" from web pages or scanned from books have been requested and received. |
Most permissions to use graphics "borrowed" from web pages or scanned from books have been requested and received. |
Permissions were not requested for several graphics "borrowed" from web pages or scanned from books. |
Knowledge:
Ratios
Percent increase & decrease
Vocabulary
Skills/Abilities:
Understanding and using a spreadsheet and its graphing components
Understanding and using multimedia software
Persuasive and propaganda techniques
Processes:
Collecting
Analyzing
Organizing
Synthesizing
Critical Resources:
Rubistar- http://rubistar.4teachers.org
Landmark Projects - http://landmark-project.com/index.php
Investing for Kids - http://library.thinkquest.org/3096/
Kentucky Council on Economic Education - http://www.econ.org
Microsoft Excel, FrontPage, Publisher, PowerPoint, Word, Outlook
Internet Explorer
Glencoe Mathematics Course 3 – Chapter 10
Economics America
Weekly Reader – Bitter Harvest, Vol. 50, No. 17
Culminating Project Examples
Guest Speaker
Sunkist Video Tape and others
Instructional/Assessment Activities:
Content teaching in core classes and project work in ACE.
|
Social Studies |
Math |
Language Arts |
Technology |
|
|
Wk 1 |
Pretest Intro to Stock Market/Economics What is a Corp? Sunkist Video ACE-stock market game |
Pretest Introduce Terms Percents & Ratios ACE-stock market game |
Pretest Bitter Harvest ACE-stock market game |
|
|
Wk 2 |
What is a stock? ACE - Websites
|
Cont. Percents & Ratios
|
Transactive Example of Brochure Begin Research (lab) |
Begin Research |
|
Wk 3 |
What determines stock prices How can you make or lose $$? |
Introduce Spreadsheets/graphs (lab) |
Cont. research (lab) |
Introduce Spreadsheets/graphs |
|
Wk 4 |
How to read an annual report? |
Create spreadsheets (lab) |
Intro multimedia apps (projector) |
|
|
Wk 5 |
ACE – Analyze Spreadsheet Data Open Response |
ACE – Analyze Spreadsheet Data Open Response |
ACE – Analyze Spreadsheet Data Open Response |
Cont. |
|
Wk 6 |
Begin Projects |
Begin Projects |
Begin Projects |
Begin Projects |
|
Wk 7 |
Cont. Projects |
Cont. Projects |
Cont. Projects |
Cont. Projects |
|
Wk 8 |
Cont. Projects |
Cont. Projects |
Cont. Projects |
Cont. Projects |
|
Wk 9 |
Post Test Presentations |
Post Test Presentations |
Post Test Presentations |